SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,615 | -99.9% | 70,743 | +17.1% | 0.08% | +16.7% |
Q3 2022 | $2,058,000 | -30.0% | 60,411 | -26.1% | 0.07% | -26.5% |
Q2 2022 | $2,942,000 | -7.0% | 81,778 | +8.8% | 0.10% | +3.2% |
Q1 2022 | $3,163,000 | -20.1% | 75,190 | -15.2% | 0.10% | -18.1% |
Q4 2021 | $3,960,000 | +5.4% | 88,616 | +0.5% | 0.12% | -2.5% |
Q3 2021 | $3,758,000 | -3.6% | 88,212 | -0.6% | 0.12% | -6.3% |
Q2 2021 | $3,899,000 | +2.5% | 88,723 | -1.4% | 0.13% | -5.9% |
Q1 2021 | $3,804,000 | +1.6% | 89,989 | -14.0% | 0.14% | -6.9% |
Q4 2020 | $3,744,000 | +25.5% | 104,589 | -4.0% | 0.14% | +8.2% |
Q3 2020 | $2,983,000 | -17.7% | 108,935 | -20.1% | 0.13% | -23.0% |
Q2 2020 | $3,624,000 | – | 136,405 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |